Revenue Operations Analyst - Remote in US



IT, Operations
Posted on Saturday, June 29, 2024

Company Description

Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we’re the category leader with the market’s most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans.

We’re already achieving incredible results — to date, we’ve helped our users get on track to eliminate more than $650 million in student debt and pay off their loans 68,000 years quicker — and we’re seeking movers, shakers, innovators, and problem solvers to help take our mission even further.

Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more.


Our team is fully remote and is made up of leaders, creators, visionaries, parents, partners, cycling enthusiasts, winemakers, and champion jugglers (yes, really!) living and working all around the world. This position is open to candidates in the US.

Job Summary

We are seeking a dynamic Revenue Operations Analyst to work closely with our Controller and SVP of Sales. In this role, you will ensure seamless operations and accurate reporting by managing our Salesforce CRM, creating impactful pipeline and partner reports, and overseeing the entire sales cycle. If you excel at building efficient processes, have a strong understanding of SaaS metrics, and enjoy working with billing systems, this opportunity is perfect for you. Join us and become the essential link between finance and sales, propelling our company forward.

Key Responsibilities

  • Manage Salesforce CRM, ensuring data accuracy and efficiency
  • Create and maintain pipeline reports to highlight sales performance and forecast revenue
  • Oversee the full sales cycle, from lead generation to deal closure
  • Setup customer billing setup, ensuring accuracy and compliance
  • Collaborate with the Controller and SVP of Sales to support and bridge finance and sales teams
  • Continuously optimize CRM and other systems for operational excellence
  • Analyze sales and financial data to uncover trends and opportunities
  • Work cross-functionally to align and support company-wide initiatives
  • Track and report on key SaaS metrics like MRR, CAC, LTV, and Churn Rate
  • Develop and present insightful reports and dashboards to senior management
  • Use SQL for data extraction and analysis to support reporting needs
  • Utilize data analytics tools such as Excel, Tableau, Power BI, and Google Analytics


  • Bachelor’s degree in Finance, Business, or related field
  • 2-4 years experience
  • Proven experience managing Salesforce CRM
  • Strong grasp of SaaS metrics and KPIs, with reporting experience
  • Proficiency in SQL for data analysis
  • Exceptional analytical skills with the ability to provide actionable insights
  • Detail-oriented and passionate about improving processes
  • Self-starter who can manage multiple tasks in a fast-paced environment
  • Excellent communication and presentation skills
  • Ability to work collaboratively across departments

Background and EEOC

Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints).

Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.